Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, interviews Ronald-Peter Stöferle, Managing Partner and Fund Manager at Incrementum and co-author of the annual In Gold We Trust report. Stöferle explains why gold is undergoing a “creeping remonetization,” driven by central-bank accumulation, geopolitical fragmentation and growing concerns over the global monetary system. He argues that gold’s bull market is not yet in a bubble and reveals why $8,900 gold is now his new base case after his previous $4,800 target was reached ahead of schedule.
The conversation also examines sovereign debt, inflation, de-dollarization and the changing role of gold as a neutral global reserve asset. Stöferle explains why Western institutional investors remain significantly underallocated to gold and why a shift in institutional capital could become an important driver of the next phase of the bull market. He also discusses silver and mining equities as higher-beta opportunities, the potential role of Bitcoin and commodities in a diversified portfolio, and why the global monetary system could undergo a major reorganization in the years ahead.
In this episode of The Real Story:
– Why $8,900 gold is now Stöferle’s base case
– Gold’s “creeping remonetization”
– Central banks and the new gold-buying cycle
– Sovereign debt, inflation and de-dollarization
– Why institutions remain underallocated to gold
– Silver and miners as higher-beta gold plays
– Gold, Bitcoin and commodities in a changing portfolio
Follow Miles Franklin Media on X: https://x.com/MilesFranklinCo
Follow Michelle Makori on X: https://x.com/MichelleMakori
Follow Ronald-Peter Stöferle on X: https://x.com/RonStoeferle
Download the In Gold We Trust report: https://ingoldwetrust.report
00:00 Coming Up
01:38 Introduction
03:34 Why Gold Remonetizes
05:59 History Rhymes Again
08:18 Six Vectors Overview
09:04 Central Banks Shift 2022
16:02 Sanctions and Dollar Weaponization
23:21 Bessent Soundbite Breakdown
28:30 Reanchoring With Gold Bonds
33:51 Sponsor Break and Return
38:03 Institutional Demand Gap
43:45 How Allocations Could Rise
48:58 Gold Allocation Framework
50:54 Gold and Bitcoin Allocation
51:14 New 60/40 Outperformance
52:34 Dow Theory Bull Phases
56:14 Why This Bull Isn’t Over
59:16 Gold Targets Reset Higher
01:03:29 Revaluation and Remonetization
01:07:18 Tokenized Gold Reality Check
01:11:07 Miners Catching Up
01:15:07 Why Own Physical Gold
01:17:31 Corporate Gold Standard Idea
01:21:12 What Brings Generalists Back
01:24:29 What Could Break the Thesis
01:28:48 Long View on Gold’s Future
01:33:03 Where to Follow and Closing
👍 Like, 🔔 Subscribe, and Stay Informed
Join Miles Franklin Media for expert interviews, market insights, and real-time coverage of gold, silver, Bitcoin, and global economics. Hit the bell to get notified the moment new content drops – don’t miss a move in the markets.
___________________
Miles Franklin:
📞 Call us: 1-952-929-7006
📧 Email us: info@milesfranklin.com
🔗 Website: https://milesfranklin.com/
▶️ YouTube: https://youtube.com/MilesFranklinCo?sub_confirmation=1
📱 X: https://x.com/MilesFranklinCo
📸 Instagram: https://www.instagram.com/milesfranklinmedia/
💼 LinkedIn: https://www.linkedin.com/in/miles-franklin-9a6632369/
📘 Facebook: http://fb.com/MilesFranklinCo
📩 For media inquiries, contact: media@milesfranklin.com
📺 About Miles Franklin Media
Join Miles Franklin Media for unfiltered financial and economic news and insights. Through expert interviews and real market intelligence, we cut through the noise and challenge the mainstream narrative. Anchored in the principles of sound money, we uncover the truth about money, markets, macroeconomics, geopolitics, and power – delivering credible insights to help you protect your wealth, future, and freedom.
🏦 About Miles Franklin
Miles Franklin is a trusted leader in wealth preservation, with over $11 billion in precious metals sales since 1989. Specializing in gold and silver, we help clients safeguard their wealth with real assets that stand the test of time.
___________________
Disclaimer: The views and opinions expressed in this video are those of the individual speakers and do not necessarily reflect the views of Miles Franklin Precious Metals, its affiliates, owners, anchors, producers or hosts. This content is provided for informational and educational purposes only and is not intended as financial, legal, or investment advice. Nothing said in this video should be construed as a recommendation to buy or sell any financial asset. You should always consult with a qualified financial advisor, legal professional, or tax expert before making any investment decisions. Investing involves risk, including the potential loss of principal.
By watching this video, you agree that neither the hosts, guests, nor Miles Franklin Media are responsible for any investment decisions you make based on the information presented. Use of this content is at your own risk.
Credit to : Miles Franklin Media